Bridgeview Capital Advisors, Inc.
Firm details
- Headquarters
- El Dorado Hills, California
- CRD number
- 6290
- Registered since
- June 26, 2026
- Website
- www.bridgeviewadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI75.79%
- Individuals23.58%
- Corporations / Businesses0.64%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Bridgeview Capital Advisors, Inc. is an independent, individually owned registered investment adviser that presents itself as a capital allocator and serves both individual/family and institutional clients. The firm is SEC-registered (registration listed as 2026) and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting services and the selection of other advisers. Compensation is primarily a percentage of assets under management, with hourly billing used for certain engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities12%
- State & Local Bonds2%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
2 of 2
David Waldrop
PresidentCRD 4214855
Ashley Hamman
Vice PresidentCRD 7427213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
El Dorado Hills, CA
El Dorado
Location
El Dorado Hills, CA
Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- El Dorado
- Address
- 5170 Golden Foothill Pkwy
- Time zone
- PT (UTC-8)
- Office locations
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